Glassman Wealth Services

Est. AUM

$735.5M

13F long equity, this entity only

Positions

187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$172.1M	288044	23.40%	SOLE
2	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$130.1M	4671904	17.69%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$86.8M	1155257	11.80%	SOLE
4	WISDOMTREE TR	US QTLY DIV GRT	$71.4M	813128	9.71%	SOLE
5	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$67.9M	1997755	9.23%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$61.3M	1576925	8.33%	SOLE
7	SNAP ON INC	COM	$36.7M	101044	4.99%	SOLE
8	ISHARES TR	RUS 1000 ETF	$15.3M	42852	2.08%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$14.2M	44146	1.93%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.6M	13235	1.17%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.3M	207829	0.86%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$6.0M	9248	0.82%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.8M	74867	0.65%	SOLE
14	VANGUARD INDEX FDS	LARGE CAP ETF	$4.7M	15741	0.64%	SOLE
15	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.6M	91682	0.62%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$3.0M	38423	0.40%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.4M	16393	0.33%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$2.0M	4679	0.27%	SOLE
19	ISHARES TR	CORE S&P MCP ETF	$1.5M	22807	0.21%	SOLE
20	ARK ETF TR	INNOVATION ETF	$1.4M	21301	0.20%	SOLE
21	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.1M	1836	0.15%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$964K	3680	0.13%	SOLE
23	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$947K	17524	0.13%	SOLE
24	TIDAL TRUST III	NOVATIDE FLEXIBL	$936K	48053	0.13%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$915K	2095	0.12%	SOLE
26	VANGUARD INDEX FDS	SML CP GRW ETF	$911K	3015	0.12%	SOLE
27	ISHARES TR	S&P 500 VAL ETF	$902K	4274	0.12%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$876K	6003	0.12%	SOLE
29	VANGUARD INDEX FDS	SM CP VAL ETF	$820K	3776	0.11%	SOLE
30	ISHARES TR	RUS MID CAP ETF	$816K	8397	0.11%	SOLE
31	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$765K	13850	0.10%	SOLE
32	ISHARES TR	CORE MSCI EAFE	$760K	8398	0.10%	SOLE
33	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$741K	19296	0.10%	SOLE
34	ISHARES TR	RUS 1000 VAL ETF	$721K	3376	0.10%	SOLE
35	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$709K	19969	0.10%	SOLE
36	ISHARES TR	ISHARES 25+ YR T	$679K	74022	0.09%	SOLE
37	ISHARES INC	CORE MSCI EMKT	$679K	9741	0.09%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$616K	13491	0.08%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$614K	2857	0.08%	SOLE
40	ISHARES TR	ISHARES BIOTECH	$574K	3397	0.08%	SOLE
41	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$570K	13884	0.08%	SOLE
42	SPDR GOLD TR	GOLD SHS	$558K	1297	0.08%	SOLE
43	DIMENSIONAL ETF TRUST	INTERNATIONAL	$532K	12547	0.07%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$527K	2688	0.07%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$508K	6430	0.07%	SOLE
46	SCHWAB STRATEGIC TR	US LCAP GR ETF	$502K	17241	0.07%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET IND	$502K	3107	0.07%	SOLE
48	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$468K	1587	0.06%	SOLE
49	AMERICAN CENTY ETF TR	US SML CP VALU	$455K	4121	0.06%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$453K	1935	0.06%	SOLE

1–50 of 187

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.